Sean Todd - Ameriprise Financial Advisor

08/21/2025

I hope everyone is having a great summer!

There have been many questions, and quite a bit of interest from my clients (and prospective clients) on the new tax bill legislation (known as OBBBA), so I am posting this article below for some updated reference for folks.

Article: "The economic impacts of the new tax law changes, explained"

Please reach out if you would like a complimentary initial consultation (at your preference: in-person, virtual, or telephone), to determine how the tax laws may impact you -- while also digging deeper to see if there are opportunities you could be (or should be?) focusing on.

Sean Todd
Ameriprise Financial Advisor
508-362-1008 ext. 3
[email protected]

Find out how the One Big Beautiful Bill Act (OBBBA) may affect U.S. economic growth and the federal deficit.

07/15/2025

Dad Spends Retirement Untangling Big Mess Of Wires
https://theonion.com/dad-spends-retirement-untangling-big-mess-of-wires/

05/26/2025

AI technology has been around for a decade, but it’s now coming to the forefront of many companies. If you have questions about investment opportunities or to discuss how your investment strategy is positioned for long-term potential growth, reach out to me for a complimentary phone introduction or consultation.

The investment opportunity in artificial intelligence (AI) may appear to be carried by a small group of mega-cap stocks. Yet there is activity bubbling below the popular radar.

05/26/2025

Today we commemorate those who have given their lives in service to our country. We honor their bravery now and always.

01/12/2025

With AI technology proving to be transformative for businesses and productivity, the field has seen tremendous growth in 2024. Contact me to learn more about sectors and businesses benefiting from this technology.

01/12/2025

Does it matter to the Market who wins the White House? Let’s explore how to overlook political noise and focus on your long-term financial goals.

01/12/2025

https://bit.ly/4acLvl0

BREWSTER – The Animal Rescue League of Boston (ARL) is offering winter pet safety tips as the cold sets in.  They said just a few extra steps can make a big difference for pets dealing w…

02/29/2024

Many of my existing clients have had this as a main topic in our strategy-discussion and tax-portfolio-planning agenda now for many years. Specifically, as it relates to retirement income NOW, or later in life.

For those that don't know, tax rates are set to increase once the Tax Cuts and Jobs Act sunsets at the end of 2025. Here are three actions to consider taking before the current tax rates expire. Let's connect to discuss how these and other tax-saving strategies may help you.

Take advantage of the Tax Cuts and Jobs Act (TCJA) before it sunsets.

01/19/2024

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

01/18/2024

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

01/12/2024

I have reached 100 followers! Thank you for your continued support. I could not have done it without each of you. 🙏🤗🎉